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Regent Peak Wealth Advisors’s Equifax EFX Stock Holding History

Regent Peak Wealth Advisors’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-290
Closed -$56K – 382
2020
Q4 		$56K Buy
+290
New +$48.8K 0.02% 293

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BlackRock
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regent Peak Wealth Advisors's EFX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Equifax (EFX) in Q1 2021, closing a stake of 290 shares — an estimated $56K sold.

Regent Peak Wealth Advisors first reported a position in EFX in Q4 2020 and held it in 1 quarter. The position peaked at $56K in Q4 2020. 588 funds tracked by Wall St. Rank hold EFX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Equifax position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 290 Equifax shares in Q1 2021, an estimated $56K.
  • Regent Peak Wealth Advisors first reported a position in Equifax in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Equifax position peaked at $56K in Q4 2020.
  • 588 funds tracked by Wall St. Rank held Equifax as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.